Financial Services Rep — Hybrid Work & Growth Path

Austin Community College; Phoenix (AZ); Hybrid; USD 54,100 - 61,700; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

28-day sabbatical after 5 years of service

Job summary

A leading financial services firm in Phoenix, AZ is seeking a Financial Services Representative to engage with clients and educate them on investment strategies. This role involves participation in a training program, leading to licensing and performance bonuses. Candidates should possess a growth mindset and a passion for client service, with customer service experience preferred. A competitive pay and benefits package is offered, including flexible work shifts and substantial professional development opportunities.

Qualifications

• Ability to work Mondays through Fridays during training hours.
• Passion for serving clients and willingness to learn about the finance industry.

Responsibilities

• Educate clients about investment strategies and trading tools.
• Engage with clients and address their issues effectively.
• Attend the Schwab Service Academy for professional training.

Skills

Customer service

Communication

Adaptability

Teamwork

Education

Bachelor's degree or higher from an accredited university

Job description

A leading financial services firm in Phoenix, AZ is seeking a Financial Services Representative to engage with clients and educate them on investment strategies. This role involves participation in a training program, leading to licensing and performance bonuses. Candidates should possess a growth mindset and a passion for client service, with customer service experience preferred. A competitive pay and benefits package is offered, including flexible work shifts and substantial professional development opportunities.